IoT Coffee Talk: Episode 231 - The Game of AI Thrones (live from Lenovo Tech World 2024)

all all right here we go all right in real life right here we go all right in real life right here we go all right in real life we wants to do the intro welcome to iot we wants to do the intro welcome to iot we wants to do the intro welcome to iot Coffee Talk live from BBY Washington Coffee Talk live from BBY Washington Coffee Talk live from BBY Washington we're here for the lovo tech event Tech we're here for the lovo tech event Tech we're here for the lovo tech event Tech world4 four for the whole world and you world4 four for the whole world and you world4 four for the whole world and you might be surprised to know it's like the might be surprised to know it's like the might be surprised to know it's like the who's who of people are speaking to this who's who of people are speaking to this who's who of people are speaking to this EV I don't know did they give them all EV I don't know did they give them all EV I don't know did they give them all three PS free think pads free think pads three PS free think pads free think pads three PS free think pads free think pads well I know that sock was not coming in well I know that sock was not coming in well I know that sock was not coming in until he saw Rob Tiffany was on deck and until he saw Rob Tiffany was on deck and until he saw Rob Tiffany was on deck and he's like oh my way yeah yeah zck is he's like oh my way yeah yeah zck is he's like oh my way yeah yeah zck is here we're g to hang out you know which here we're g to hang out you know which here we're g to hang out you know which we always do go down to his we always do go down to his we always do go down to his place and then uh who else we have place and then uh who else we have place and then uh who else we have missa drive over for Pat Jensen my gosh missa drive over for Pat Jensen my gosh missa drive over for Pat Jensen my gosh yeah yeah Pat yeah we have Lisa Lisa yeah yeah Pat yeah we have Lisa Lisa yeah yeah Pat yeah we have Lisa Lisa yeah no El no Elon no sh no he's yeah no El no Elon no sh no he's yeah no El no Elon no sh no he's catching Rockets with catching Rockets catching Rockets with catching Rockets catching Rockets with catching Rockets yes like with his Chopsticks you know yes like with his Chopsticks you know yes like with his Chopsticks you know did I see like on our little little did I see like on our little little did I see like on our little little Communications mechanism that we have Communications mechanism that we have Communications mechanism that we have here on LinkedIn that we talk to each here on LinkedIn that we talk to each here on LinkedIn that we talk to each other it's like a little chat thing and other it's like a little chat thing and other it's like a little chat thing and I think our friend Mark po posted I think our friend Mark po posted I think our friend Mark po posted something it was like from Europe it's something it was like from Europe it's something it was like from Europe it's like America catching a rock at Europe like America catching a rock at Europe like America catching a rock at Europe it was like some new regulation on the it was like some new regulation on the it was like some new regulation on the plastic container for drinking water plastic container for drinking water plastic container for drinking water that's what we're doing in Europe I that's what we're doing in Europe I that's what we're doing in Europe I apologize all my European friends but

apologize all my European friends but apologize all my European friends but yeah that's a lot of Regulation there yeah that's a lot of Regulation there yeah that's a lot of Regulation there yeah remember regulation is not yeah remember regulation is not yeah remember regulation is not Innovation we just lost half our Innovation we just lost half our Innovation we just lost half our audience that's true that's okay there's audience that's true that's okay there's audience that's true that's okay there's always a risk of that every time we go always a risk of that every time we go always a risk of that every time we go on the air anyway right guaranteed on the air anyway right guaranteed on the air anyway right guaranteed guaranteed yeah yeah well you know guaranteed yeah yeah well you know guaranteed yeah yeah well you know sometimes sometimes reality and the sometimes sometimes reality and the sometimes sometimes reality and the truth hurts right it does like what truth hurts right it does like what truth hurts right it does like what truth hurt tonight trying to deal out a truth hurt tonight trying to deal out a truth hurt tonight trying to deal out a lot of pain we were having dinner lot of pain we were having dinner lot of pain we were having dinner tonight and an unnamed Steakhouse and tonight and an unnamed Steakhouse and tonight and an unnamed Steakhouse and Leonard steak was tough it was tough Leonard steak was tough it was tough Leonard steak was tough it was tough they didn't even take the laces out they they didn't even take the laces out they they didn't even take the laces out they didn't take the LA out the truth hurt he didn't take the LA out the truth hurt he didn't take the LA out the truth hurt he had to send it back and you know luckily had to send it back and you know luckily had to send it back and you know luckily he wasn't one of those so polite people he wasn't one of those so polite people he wasn't one of those so polite people who's like I don't want I don't want to who's like I don't want I don't want to who's like I don't want I don't want to ruy feathers so I'll just eat this ruy feathers so I'll just eat this ruy feathers so I'll just eat this horrible thing yeah and so he s it back horrible thing yeah and so he s it back horrible thing yeah and so he s it back and what happened you got a good fet and and what happened you got a good fet and and what happened you got a good fet and then we all got free dessert see yes then we all got free dessert see yes then we all got free dessert see yes there's a benefit to the truth truth yeah yeah lessons learn you don't eat yeah yeah lessons learn you don't eat yeah yeah lessons learn you don't eat chewy prime rib you send it back send it chewy prime rib you send it back send it chewy prime rib you send it back send it back and then you get free dessert you back and then you get free dessert you back and then you get free dessert you got free dessert there you go so that got free dessert there you go so that got free dessert there you go so that all worked out well so what are we doing all worked out well so what are we doing all worked out well so what are we doing here it's iot right remember iot yeah here it's iot right remember iot yeah here it's iot right remember iot yeah yeah and it is it is a variety of iot yeah and it is it is a variety of iot yeah and it is it is a variety of iot that enabled Elon Musk to capture that that enabled Elon Musk to capture that that enabled Elon Musk to capture that gigantic rocket booster with that little gigantic rocket booster with that little gigantic rocket booster with that little Chopstick thing and it did like a really Chopstick thing and it did like a really Chopstick thing and it did like a really weird maneuver did you see that I weird maneuver did you see that I weird maneuver did you see that I thought it was going to crash into the thought it was going to crash into the thought it was going to crash into the would been wild it crashed into the would been wild it crashed into the would been wild it crashed into the tower and there's people below like oh

tower and there's people below like oh tower and there's people below like oh my God you know oh the humanity yeah my God you know oh the humanity yeah my God you know oh the humanity yeah that would have been horrible um lots of that would have been horrible um lots of that would have been horrible um lots of G Roes probably lot chips you know we We G Roes probably lot chips you know we We G Roes probably lot chips you know we We complain about how like there's hundreds complain about how like there's hundreds complain about how like there's hundreds of computer chips in our cars now that of computer chips in our cars now that of computer chips in our cars now that there's a lot more chips in that rocket there's a lot more chips in that rocket there's a lot more chips in that rocket figuring stuff out every millisecond figuring stuff out every millisecond figuring stuff out every millisecond real time and it blows you away cuz you real time and it blows you away cuz you real time and it blows you away cuz you look at it it just looks like a tube look at it it just looks like a tube look at it it just looks like a tube like you didn't see fins or other things like you didn't see fins or other things like you didn't see fins or other things on it to help it guide it around it just on it to help it guide it around it just on it to help it guide it around it just was like I'm going to make this tube do was like I'm going to make this tube do was like I'm going to make this tube do whatever I needed to do it's pretty whatever I needed to do it's pretty whatever I needed to do it's pretty impressive I think just have a bunch of impressive I think just have a bunch of impressive I think just have a bunch of magnets just very strong magnets you magnets just very strong magnets you magnets just very strong magnets you know like with a tightly one coil it's know like with a tightly one coil it's know like with a tightly one coil it's his magnets okay magnets yeah go magnets his magnets okay magnets yeah go magnets his magnets okay magnets yeah go magnets that could be like the trains yes mag that could be like the trains yes mag that could be like the trains yes mag baby mag yeah stole that idea from Japan baby mag yeah stole that idea from Japan baby mag yeah stole that idea from Japan too there you go what it takes well that too there you go what it takes well that too there you go what it takes well that was a great dinner conversation like was a great dinner conversation like was a great dinner conversation like couple of things that we touched on know couple of things that we touched on know couple of things that we touched on know uh there's that bit right where uh there's that bit right where uh there's that bit right where um um um oddly the most money most energy and oddly the most money most energy and oddly the most money most energy and attention go into things that are really attention go into things that are really attention go into things that are really not that important I mean they're not that important I mean they're not that important I mean they're they're on the the what's that nzlo they're on the the what's that nzlo they're on the the what's that nzlo scale of hierarchy of hierarchy of needs scale of hierarchy of hierarchy of needs scale of hierarchy of hierarchy of needs it's like the stuff that's like yeah it's like the stuff that's like yeah it's like the stuff that's like yeah really not that important it's stuff really not that important it's stuff really not that important it's stuff that's important to just a handful of that's important to just a handful of that's important to just a handful of people or you're right you get pyramid people or you're right you get pyramid people or you're right you get pyramid it's fewer and fewer people it might and it's fewer and fewer people it might and it's fewer and fewer people it might and we always talk about you know go stack

we always talk about you know go stack we always talk about you know go stack when har stack things are more valuable when har stack things are more valuable when har stack things are more valuable then the Stu down here that's just then the Stu down here that's just then the Stu down here that's just Plumbing who cares you know yeah um but Plumbing who cares you know yeah um but Plumbing who cares you know yeah um but yeah you know deploying is kind of yeah you know deploying is kind of yeah you know deploying is kind of important yeah well if you can't eat important yeah well if you can't eat important yeah well if you can't eat can't have the stack without L2 L3 can't have the stack without L2 L3 can't have the stack without L2 L3 exactly I always say exactly that is exactly I always say exactly that is exactly I always say exactly that is true yeah yeah you can't have you can't true yeah yeah you can't have you can't true yeah yeah you can't have you can't have intelligence without having the have intelligence without having the have intelligence without having the sensors to provide you with the data sensors to provide you with the data sensors to provide you with the data provide context and if you didn't have provide context and if you didn't have provide context and if you didn't have L2 or l23 cash you might have some cash L2 or l23 cash you might have some cash L2 or l23 cash you might have some cash misses so there's that but you know it's misses so there's that but you know it's misses so there's that but you know it's also the the the the cattle uh farmer also the the the the cattle uh farmer also the the the the cattle uh farmer analogy right at the botom taking all of analogy right at the botom taking all of analogy right at the botom taking all of the risk or someone above the stack the risk or someone above the stack the risk or someone above the stack taking all of the margins yes and the taking all of the margins yes and the taking all of the margins yes and the marketing so they take all the risk the marketing so they take all the risk the marketing so they take all the risk the investment the land cattle fee and all investment the land cattle fee and all investment the land cattle fee and all that stuff and then yeah stuff and then that stuff and then yeah stuff and then that stuff and then yeah stuff and then it just gets whittel down in the supply it just gets whittel down in the supply it just gets whittel down in the supply chain yes you're probably wondering why chain yes you're probably wondering why chain yes you're probably wondering why are we talking about that but yes you are we talking about that but yes you are we talking about that but yes you see who's taking risk who's making the see who's taking risk who's making the see who's taking risk who's making the most money now these days though the most money now these days though the most money now these days though the cool thing is there is a flattening many cool thing is there is a flattening many cool thing is there is a flattening many cases a lot of these bonds are cases a lot of these bonds are cases a lot of these bonds are flattening out so that people are flattening out so that people are flattening out so that people are getting more direct connections with getting more direct connections with getting more direct connections with people are actually buying using people are actually buying using people are actually buying using products that's smart you can sort of products that's smart you can sort of products that's smart you can sort of work around some of these old SC supply work around some of these old SC supply work around some of these old SC supply chain issues I think Al a lot of these chain issues I think Al a lot of these chain issues I think Al a lot of these markets like highly regulated markets markets like highly regulated markets markets like highly regulated markets things like we talking about farming things like we talking about farming things like we talking about farming every but they can do some of that they every but they can do some of that they every but they can do some of that they can do some of it and I think maybe it's can do some of it and I think maybe it's can do some of it and I think maybe it's a matter of getting some Savvy marketers a matter of getting some Savvy marketers a matter of getting some Savvy marketers from other Industries who are really from other Industries who are really from other Industries who are really good go talk to those folks because good go talk to those folks because good go talk to those folks because they're probably not thinking about they're probably not thinking about they're probably not thinking about there's now platforms to reach consumers

there's now platforms to reach consumers there's now platforms to reach consumers directly yeah these products too yeah directly yeah these products too yeah directly yeah these products too yeah absolutely it'd be really good to hear absolutely it'd be really good to hear absolutely it'd be really good to hear from the audience so it's uh up to our from the audience so it's uh up to our from the audience so it's uh up to our calculations it's almost 30% more than calculations it's almost 30% more than calculations it's almost 30% more than the population of Earth because every the population of Earth because every the population of Earth because every human watches us and then there's bunch human watches us and then there's bunch human watches us and then there's bunch of bots but Jokes Aside you know what of bots but Jokes Aside you know what of bots but Jokes Aside you know what are the things that uh you folks are are the things that uh you folks are are the things that uh you folks are going direct to producer not direct to going direct to producer not direct to going direct to producer not direct to Consumer but the other way around you Consumer but the other way around you Consumer but the other way around you know are you buying you know do you go know are you buying you know do you go know are you buying you know do you go to the farmer market to buy eggs and to the farmer market to buy eggs and to the farmer market to buy eggs and produce yeah you know do you reach out produce yeah you know do you reach out produce yeah you know do you reach out to a cattle farmer yeah via Instagram or to a cattle farmer yeah via Instagram or to a cattle farmer yeah via Instagram or Tik Tok or SnapChat or whatever and buy Tik Tok or SnapChat or whatever and buy Tik Tok or SnapChat or whatever and buy half a cow for your family CU you might half a cow for your family CU you might half a cow for your family CU you might have nine refrigerators like a friend of have nine refrigerators like a friend of have nine refrigerators like a friend of ours yeah I do see a lot of ranchers on ours yeah I do see a lot of ranchers on ours yeah I do see a lot of ranchers on slack got to do it I just B some I just slack got to do it I just B some I just slack got to do it I just B some I just bought some Ramen during that is true bought some Ramen during that is true bought some Ramen during that is true okay B case Ramen okay yeah from Japan but I bought it direct yeah from Japan but I bought it direct okay no middle name okay yeah and I have okay no middle name okay yeah and I have okay no middle name okay yeah and I have no way to no way to no way to return you bought that on Instagram I return you bought that on Instagram I return you bought that on Instagram I did I remember when I first started did I remember when I first started did I remember when I first started buying things on Instagram I like this buying things on Instagram I like this buying things on Instagram I like this is kind of cool you know and then is kind of cool you know and then is kind of cool you know and then there's stuff on Tik Tok that you can there's stuff on Tik Tok that you can there's stuff on Tik Tok that you can buy sure you know it shows up like one4 buy sure you know it shows up like one4 buy sure you know it shows up like one4 the size of the size of the size of the oh that's the vacuum the oh that's the vacuum the oh that's the vacuum cleaner it's almost like zoo in you made cleaner it's almost like zoo in you made cleaner it's almost like zoo in you made the school for

ants oh man ants oh man but you know what I know this is but you know what I know this is but you know what I know this is unrelated to iot but you're right you're unrelated to iot but you're right you're unrelated to iot but you're right you're talking about the Rancher and you know talking about the Rancher and you know talking about the Rancher and you know there's a a wellknown oh if you're in there's a a wellknown oh if you're in there's a a wellknown oh if you're in Texas Steakhouse outside of abalene Texas Steakhouse outside of abalene Texas Steakhouse outside of abalene Texas and Buffalo Gap called Pini the Texas and Buffalo Gap called Pini the Texas and Buffalo Gap called Pini the steakhouse and uh but it started because steakhouse and uh but it started because steakhouse and uh but it started because the guy Pini was a Rancher cattle the guy Pini was a Rancher cattle the guy Pini was a Rancher cattle rancher and in the 80s it was getting rancher and in the 80s it was getting rancher and in the 80s it was getting pretty tough you know they weren't pretty tough you know they weren't pretty tough you know they weren't making enough money which is what making enough money which is what making enough money which is what Farmers deal with all the time for it Farmers deal with all the time for it Farmers deal with all the time for it and so one of his buddies goes maybe you and so one of his buddies goes maybe you and so one of his buddies goes maybe you should get out of the raising Catt we should get out of the raising Catt we should get out of the raising Catt we started selling Stakes instead and so he started selling Stakes instead and so he started selling Stakes instead and so he did it and he turned B to Di and now did it and he turned B to Di and now did it and he turned B to Di and now he's killing it he went up the stack he he's killing it he went up the stack he he's killing it he went up the stack he went up the stack so there's there's went up the stack so there's there's went up the stack so there's there's lots of stats out there well actually lots of stats out there well actually lots of stats out there well actually this has a lot to do with iot because this has a lot to do with iot because this has a lot to do with iot because you know if you look at the you know if you look at the you know if you look at the iot um I hate to use the term industry iot um I hate to use the term industry iot um I hate to use the term industry because it really isn't an industry if because it really isn't an industry if because it really isn't an industry if you look at like iot as a market has it you look at like iot as a market has it you look at like iot as a market has it faces the same problem right people who faces the same problem right people who faces the same problem right people who try to sell connectivity try to sell the try to sell connectivity try to sell the try to sell connectivity try to sell the sensors the gadgets sensors the gadgets sensors the gadgets right yeah monation bunch of enabling right yeah monation bunch of enabling right yeah monation bunch of enabling Technologies you put together yeah go up Technologies you put together yeah go up Technologies you put together yeah go up stack and sell the solution they take stack and sell the solution they take stack and sell the solution they take margin right every gets paid the uh the margin right every gets paid the uh the margin right every gets paid the uh the component parts who's making the most component parts who's making the most component parts who's making the most money in IMT system integrators I knew money in IMT system integrators I knew money in IMT system integrators I knew that was the answer top of St yeah the that was the answer top of St yeah the that was the answer top of St yeah the Consultants are making let Stitch it Consultants are making let Stitch it Consultants are making let Stitch it together and make it work yes not the together and make it work yes not the together and make it work yes not the people actually made the stuff no not

people actually made the stuff no not people actually made the stuff no not the power oh yeah no it's consults you the power oh yeah no it's consults you the power oh yeah no it's consults you that's why semiconductor companies are that's why semiconductor companies are that's why semiconductor companies are all getting in the software business all getting in the software business all getting in the software business yeah and the models of business you know yeah and the models of business you know yeah and the models of business you know they're trying to provide more software they're trying to provide more software they're trying to provide more software value right trying to that's also value right trying to that's also value right trying to that's also turning out a little bit awkward you turning out a little bit awkward you turning out a little bit awkward you know because if you look at like for know because if you look at like for know because if you look at like for instance what Nvidia is doing you know I instance what Nvidia is doing you know I instance what Nvidia is doing you know I don't think there's a lot of uh don't think there's a lot of uh don't think there's a lot of uh ecosystem players that are that partners ecosystem players that are that partners ecosystem players that are that partners who entirely comfortable with what who entirely comfortable with what who entirely comfortable with what they're saying oh yeah well doing the they're saying oh yeah well doing the they're saying oh yeah well doing the whole thing like they're doing I mean whole thing like they're doing I mean whole thing like they're doing I mean theying yeah they're basically sucking theying yeah they're basically sucking theying yeah they're basically sucking all the oxygen out of the room right all all the oxygen out of the room right all all the oxygen out of the room right all software infrastructure and the tools of software infrastructure and the tools of software infrastructure and the tools of Cuda frame as it turns out though a lot Cuda frame as it turns out though a lot Cuda frame as it turns out though a lot of people realize this and that's why of people realize this and that's why of people realize this and that's why most people don't take our advice here most people don't take our advice here most people don't take our advice here as it turns out most people are long as it turns out most people are long as it turns out most people are long Nvidia in stock market like I saw that Nvidia in stock market like I saw that Nvidia in stock market like I saw that on CNBC they're like percentage of on CNBC they're like percentage of on CNBC they're like percentage of people who are long invidious stock it's people who are long invidious stock it's people who are long invidious stock it's crazy eggs and basket yeah yeah and so crazy eggs and basket yeah yeah and so crazy eggs and basket yeah yeah and so they're all like yeah you got do the they're all like yeah you got do the they're all like yeah you got do the whole thing I'm I'm L on broadcom it whole thing I'm I'm L on broadcom it whole thing I'm I'm L on broadcom it will come will come will come back it will come back one day oh my back it will come back one day oh my back it will come back one day oh my gosh yes it is awkward with Consultants gosh yes it is awkward with Consultants gosh yes it is awkward with Consultants come in like when the when I was working come in like when the when I was working come in like when the when I was working at inch in Dallas and they brought in at inch in Dallas and they brought in at inch in Dallas and they brought in the Bobs you know who we kind like the Bobs you know who we kind like the Bobs you know who we kind like efficiency experts turns out you're efficiency experts turns out you're efficiency experts turns out you're actually interviewing for your own job actually interviewing for your own job actually interviewing for your own job yeah yeah it was just like you know

yeah yeah it was just like you know yeah yeah it was just like you know like what is it you say you do I have a Pap customer godamn software guys Pap customer godamn software guys greatest movie ever it is I saw that on greatest movie ever it is I saw that on greatest movie ever it is I saw that on the plane the other day I just saw it I the plane the other day I just saw it I the plane the other day I just saw it I was like I'm going to watch it again and was like I'm going to watch it again and was like I'm going to watch it again and uh you my wife has a thing about that uh you my wife has a thing about that uh you my wife has a thing about that movie office bace she hates it when I movie office bace she hates it when I movie office bace she hates it when I watch it because it causes me to not watch it because it causes me to not watch it because it causes me to not want to go to work want to go to work want to go to work anymore go anymore go anymore go grab your stapler goash the printer yeah grab your stapler goash the printer yeah grab your stapler goash the printer yeah smash the printer you know it's like smash the printer you know it's like smash the printer you know it's like wow noticed you've been missing a lot of wow noticed you've been missing a lot of wow noticed you've been missing a lot of work I wouldn't say you're missing it Bob Michael Bolton anyway he must love Bob Michael Bolton anyway he must love him wow this is really going nowhere him wow this is really going nowhere him wow this is really going nowhere isn't it well I mean we can bring it isn't it well I mean we can bring it isn't it well I mean we can bring it back to the whole thing of uh you know back to the whole thing of uh you know back to the whole thing of uh you know we can talk about all the value at the we can talk about all the value at the we can talk about all the value at the top of the stack all the margin being top of the stack all the margin being top of the stack all the margin being taken by a system integrator but at the taken by a system integrator but at the taken by a system integrator but at the end of the day if the system integrator end of the day if the system integrator end of the day if the system integrator Community is the one that's talking Community is the one that's talking Community is the one that's talking about a business problem that a business about a business problem that a business about a business problem that a business is trying to solve and they're not is trying to solve and they're not is trying to solve and they're not talking about Tex and bits and bar and talking about Tex and bits and bar and talking about Tex and bits and bar and and sock and system on chip and modules and sock and system on chip and modules and sock and system on chip and modules on silicon and SS and Sims then it makes on silicon and SS and Sims then it makes on silicon and SS and Sims then it makes sense yeah you know because you know the sense yeah you know because you know the sense yeah you know because you know the uh you have uh as a system integrator uh you have uh as a system integrator uh you have uh as a system integrator you have the luxury and we talked about you have the luxury and we talked about you have the luxury and we talked about this at dinner being in a niche market I this at dinner being in a niche market I this at dinner being in a niche market I do this one thing very very well I'm an

do this one thing very very well I'm an do this one thing very very well I'm an expert in this type of thing and I do expert in this type of thing and I do expert in this type of thing and I do this very very well and now as a this very very well and now as a this very very well and now as a business owner you're having a business business owner you're having a business business owner you're having a business and a solution discussion with another and a solution discussion with another and a solution discussion with another expert you're not going into components expert you're not going into components expert you're not going into components and parts and subscriptions you're and parts and subscriptions you're and parts and subscriptions you're having an RO discussion and so you know having an RO discussion and so you know having an RO discussion and so you know in a way uh you know I think system in a way uh you know I think system in a way uh you know I think system integrators that are good uh they then integrators that are good uh they then integrators that are good uh they then you know they're worth um they're worth you know they're worth um they're worth you know they're worth um they're worth every penny and I think for you know the every penny and I think for you know the every penny and I think for you know the any the rest below the stack just you any the rest below the stack just you any the rest below the stack just you know the question is how do know the question is how do know the question is how do we that are commoditized almost how do we that are commoditized almost how do we that are commoditized almost how do we serve the this community better what we serve the this community better what we serve the this community better what are the things that if we are tapped in are the things that if we are tapped in are the things that if we are tapped in into the experts I can make some into the experts I can make some into the experts I can make some Innovation at the hardware level at the Innovation at the hardware level at the Innovation at the hardware level at the kernel level the software level that kernel level the software level that kernel level the software level that will make it integr to say you know what will make it integr to say you know what will make it integr to say you know what for this solution this is the best box for this solution this is the best box for this solution this is the best box yeah right so but these conversations yeah right so but these conversations yeah right so but these conversations are not happening why back to the right are not happening why back to the right are not happening why back to the right to Consumer right I'm selling to Consumer right I'm selling to Consumer right I'm selling connectivity and I want to own the whole connectivity and I want to own the whole connectivity and I want to own the whole thing I want to own the customer thing I want to own the customer thing I want to own the customer customer yeah but you know in reality customer yeah but you know in reality customer yeah but you know in reality I'm a I'm a I'm a middleman well you know that was an middleman well you know that was an middleman well you know that was an interesting thing about our discussions interesting thing about our discussions interesting thing about our discussions at iot stars in Austin last week because at iot stars in Austin last week because at iot stars in Austin last week because the I mean we brought it up on iot the I mean we brought it up on iot the I mean we brought it up on iot coffee talk before is the identity coffee talk before is the identity coffee talk before is the identity crisis that a lot of iot players face

crisis that a lot of iot players face crisis that a lot of iot players face they don't know who their customer is they don't know who their customer is they don't know who their customer is oddly right you think that they would oddly right you think that they would oddly right you think that they would but there's like sort of this uh but there's like sort of this uh but there's like sort of this uh schizophrenia that a lot of Sofer where schizophrenia that a lot of Sofer where schizophrenia that a lot of Sofer where you know like for instance one of the you know like for instance one of the you know like for instance one of the questions I asked I was you know I was questions I asked I was you know I was questions I asked I was you know I was uh moderating a panel and I asked the uh moderating a panel and I asked the uh moderating a panel and I asked the audience so what are you are you a a audience so what are you are you a a audience so what are you are you a a data company or a device company data company or a device company data company or a device company connectivity and then you know actually connectivity and then you know actually connectivity and then you know actually was funny um there's probably like a 120 was funny um there's probably like a 120 was funny um there's probably like a 120 people at the you know in the audience people at the you know in the audience people at the you know in the audience and probably I would say about 12 people and probably I would say about 12 people and probably I would say about 12 people raised their hand for any of these raised their hand for any of these raised their hand for any of these things right by the way two platform things right by the way two platform things right by the way two platform companies that I was going to say Hey companies that I was going to say Hey companies that I was going to say Hey you know obviously you guys don't watch you know obviously you guys don't watch you know obviously you guys don't watch iot coffee talk but I didn't want to be iot coffee talk but I didn't want to be iot coffee talk but I didn't want to be mean yeah and I was in within like you mean yeah and I was in within like you mean yeah and I was in within like you know right uh but after this episode know right uh but after this episode know right uh but after this episode they'll be glad they yeah yeah they'll be glad they yeah yeah they'll be glad they yeah yeah absolutely but um yeah this is identity absolutely but um yeah this is identity absolutely but um yeah this is identity crisis and oddly people have trouble crisis and oddly people have trouble crisis and oddly people have trouble figuring out well who are my customers figuring out well who are my customers figuring out well who are my customers right it's really weird still yeah yeah right it's really weird still yeah yeah right it's really weird still yeah yeah a lot of companies decide we do the a lot of companies decide we do the a lot of companies decide we do the whole thing we got the whole stack in whole thing we got the whole stack in whole thing we got the whole stack in the thing is is you know sometimes we the thing is is you know sometimes we the thing is is you know sometimes we here here's the thing you know if we if here here's the thing you know if we if here here's the thing you know if we if we were to have something s a simple we were to have something s a simple we were to have something s a simple example say we're going to grab a router example say we're going to grab a router example say we're going to grab a router that has ethernet out okay and we can we

that has ethernet out okay and we can we that has ethernet out okay and we can we have a private I IP scheme and some have a private I IP scheme and some have a private I IP scheme and some protection you know cyber security protection you know cyber security protection you know cyber security whatever then we would argue that we whatever then we would argue that we whatever then we would argue that we have a have a have a box that can connect your ethernet IP box that can connect your ethernet IP box that can connect your ethernet IP thingy to the eny yes and leave it at thingy to the eny yes and leave it at thingy to the eny yes and leave it at that now no there's a bunch of holes in that now no there's a bunch of holes in that now no there's a bunch of holes in this thing but this is why we don't know this thing but this is why we don't know this thing but this is why we don't know who the customer is because I'm going my who the customer is because I'm going my who the customer is because I'm going my addressable Market is raise your hand if addressable Market is raise your hand if addressable Market is raise your hand if you have an Ethernet you have an Ethernet you have an Ethernet report yeah there you go right and as report yeah there you go right and as report yeah there you go right and as you learned from the TV show Silicon you learned from the TV show Silicon you learned from the TV show Silicon Valley it's important to have a box yes Valley it's important to have a box yes Valley it's important to have a box yes do you have a box do you have a box yeah do you have a box do you have a box yeah do you have a box do you have a box yeah you check that check box yeah Tam for you check that check box yeah Tam for you check that check box yeah Tam for having a box yeah trillions just having a box yeah trillions just having a box yeah trillions just remember that ethernet what is it total remember that ethernet what is it total remember that ethernet what is it total addressable Market is not does not equal addressable Market is not does not equal addressable Market is not does not equal obtainable Market no no B some obtainable Market no no B some obtainable Market no no B some ridiculous yes Sam ridiculous yes Sam ridiculous yes Sam Sam Sam Sam luk you're probably not a deal Diamond luk you're probably not a deal Diamond luk you're probably not a deal Diamond like no sorry sorry I I have nothing on like no sorry sorry I I have nothing on like no sorry sorry I I have nothing on Mr Diamond no offense my gu it's cool Mr Diamond no offense my gu it's cool Mr Diamond no offense my gu it's cool all right all right so that I mean that all right all right so that I mean that all right all right so that I mean that was a pretty good event what did you was a pretty good event what did you was a pretty good event what did you think St iot Stars I thought it was think St iot Stars I thought it was think St iot Stars I thought it was great I thought it was great to get great I thought it was great to get great I thought it was great to get everybody together with st Ron's old everybody together with st Ron's old everybody together with st Ron's old house drinks you know house drinks you know house drinks you know [Music]

good there there's your bad karaoke Mr good there there's your bad karaoke Mr just roll to his just roll to his just roll to his grave guar and make the sounds you know grave guar and make the sounds you know grave guar and make the sounds you know so there you go yeah I mean it would so there you go yeah I mean it would so there you go yeah I mean it would have been great if the mics worked yeah have been great if the mics worked yeah have been great if the mics worked yeah ironically a bit of a tech failure on oh ironically a bit of a tech failure on oh ironically a bit of a tech failure on oh no it'd be great if this mic is pi no no it'd be great if this mic is pi no no it'd be great if this mic is pi no you know you know you know what I hope I hope so I hope so it has what I hope I hope so I hope so it has what I hope I hope so I hope so it has happened yeah yeah you remember older happened yeah yeah you remember older happened yeah yeah you remember older phones or older like cameras people phones or older like cameras people phones or older like cameras people still use digital cameras and they're still use digital cameras and they're still use digital cameras and they're recording and it would just stop on its recording and it would just stop on its recording and it would just stop on its own after 30 minutes or something like own after 30 minutes or something like own after 30 minutes or something like that yeah you didn't know well you know that yeah you didn't know well you know that yeah you didn't know well you know we we missed those uh uh mini DV we we missed those uh uh mini DV we we missed those uh uh mini DV camcorders yeah that I these things were camcorders yeah that I these things were camcorders yeah that I these things were you know what I had one of the first you know what I had one of the first you know what I had one of the first ones really yeah I was was it was ones really yeah I was was it was ones really yeah I was was it was 19 was it 19 was it 19 was it 1997 yeah and I uh I was in 1997 yeah and I uh I was in 1997 yeah and I uh I was in Tokyo and they just came out with the Tokyo and they just came out with the Tokyo and they just came out with the Sony I think it was like the P something PS with a proprietary memory stick that PS with a proprietary memory stick that would only work on other Sony peripheral would only work on other Sony peripheral would only work on other Sony peripheral and what was that and what was that and what was that called not memory stick but battery they called not memory stick but battery they called not memory stick but battery they have their own memory stick yeah those have their own memory stick yeah those have their own memory stick yeah those things record on a DB set yeah DB set things record on a DB set yeah DB set things record on a DB set yeah DB set right not sick see you were you were a right not sick see you were you were a right not sick see you were you were a child I had both when we made it to child I had both when we made it to child I had both when we made it to memory sticks Sony had their own memory sticks Sony had their own memory sticks Sony had their own thing to make which was really super

thing to make which was really super thing to make which was really super annoying initially it was for the photos annoying initially it was for the photos annoying initially it was for the photos yeah for their cameras right for the yeah for their cameras right for the yeah for their cameras right for the cameras yeah and then they combined that cameras yeah and then they combined that cameras yeah and then they combined that with the DV stuff and you had a stick with the DV stuff and you had a stick with the DV stuff and you had a stick for capturing the for capturing the for capturing the CER or yeah CER or yeah CER or yeah yeah but no those are yeah so I had and yeah but no those are yeah so I had and yeah but no those are yeah so I had and then you know I took it with me on a uh then you know I took it with me on a uh then you know I took it with me on a uh tour of Europe yeah and yeah I think I tour of Europe yeah and yeah I think I tour of Europe yeah and yeah I think I was one of the first vloggers ever was one of the first vloggers ever was one of the first vloggers ever because nobody had those they never had because nobody had those they never had because nobody had those they never had you know they they just came out in you know they they just came out in you know they they just came out in Japan that was back in the day when ja Japan that was back in the day when ja Japan that was back in the day when ja had everything had everything had everything right all right right check all right right all right right check all right right all right right check all right that's pretty impressive you were ahead that's pretty impressive you were ahead that's pretty impressive you were ahead of the game of the game of the game yeah you know how weird people thought I yeah you know how weird people thought I yeah you know how weird people thought I was talking to myself and was talking to myself and was talking to myself and uh like tiny little camera that you can uh like tiny little camera that you can uh like tiny little camera that you can just flip just flip just flip around you're out there walking around around you're out there walking around around you're out there walking around and you're up talking to yourself oh my and you're up talking to yourself oh my and you're up talking to yourself oh my God original Self doing must be a God original Self doing must be a God original Self doing must be a tourist you know oh my gosh wow the V tourist you know oh my gosh wow the V tourist you know oh my gosh wow the V longer I love that so I thought the longer I love that so I thought the longer I love that so I thought the embedded were last week I was going to embedded were last week I was going to embedded were last week I was going to say iot iot Stars probably was one of say iot iot Stars probably was one of say iot iot Stars probably was one of the highlights I think the show itself the highlights I think the show itself the highlights I think the show itself was a little was a little was a little I think saying the venue is a little too I think saying the venue is a little too I think saying the venue is a little too big for the show the show is probably big for the show the show is probably big for the show the show is probably pretty good if that in a smaller space pretty good if that in a smaller space pretty good if that in a smaller space yeah but but yeah she's a little too yeah but but yeah she's a little too yeah but but yeah she's a little too spread out it's a little too yeah I spread out it's a little too yeah I spread out it's a little too yeah I don't know what to compare it to I've don't know what to compare it to I've don't know what to compare it to I've never been to the one in Germany well

never been to the one in Germany well never been to the one in Germany well the one in Germany nberg is the one in Germany nberg is the one in Germany nberg is massive all right yeah so we we had a um massive all right yeah so we we had a um massive all right yeah so we we had a um you know an interesting interesting you know an interesting interesting you know an interesting interesting discussion about why the Germans seem to discussion about why the Germans seem to discussion about why the Germans seem to care about embedded stuff and devices care about embedded stuff and devices care about embedded stuff and devices and actual like industrial Tech and why and actual like industrial Tech and why and actual like industrial Tech and why trade huh they have massive trade shows trade huh they have massive trade shows trade huh they have massive trade shows yeah Electronica you know right but how come Electronica you know right but how come we can't we can't we can't have except for have except for have except for CES what did we have before CES comex there we go ding ding ding CES comex there we go ding ding ding comex yes we had to someone who was born comex yes we had to someone who was born comex yes we had to someone who was born before the 21st century I heard there's before the 21st century I heard there's before the 21st century I heard there's a show going on in uh Dubai right now a show going on in uh Dubai right now a show going on in uh Dubai right now the J J it's like 200,000 people there the J J it's like 200,000 people there the J J it's like 200,000 people there no no no way I mean that's like Mobile World way I mean that's like Mobile World way I mean that's like Mobile World Congress when it mattered yeah yeah yeah Congress when it mattered yeah yeah yeah Congress when it mattered yeah yeah yeah and then there was a semicon in India and then there was a semicon in India and then there was a semicon in India recently there was two 300,000 people oh recently there was two 300,000 people oh recently there was two 300,000 people oh my gosh that's crazy so I don't know my gosh that's crazy so I don't know my gosh that's crazy so I don't know what's going on I mean not in the us what's going on I mean not in the us what's going on I mean not in the us but we to relocate the iot copc team to but we to relocate the iot copc team to but we to relocate the iot copc team to Dubai they have nobody up there Dubai they have nobody up there Dubai they have nobody up there we'll get our we'll get a screen on top we'll get our we'll get a screen on top we'll get our we'll get a screen on top of the neam glass wall thing that of the neam glass wall thing that of the neam glass wall thing that they're building oh yeah that should be they're building oh yeah that should be they're building oh yeah that should be our stage yeah that's where we belong our stage yeah that's where we belong our stage yeah that's where we belong big so we could look down at the big so we could look down at the big so we could look down at the commodity players from up top our commodity players from up top our commodity players from up top our advantage yeah you know Tom Cruz is kind advantage yeah you know Tom Cruz is kind advantage yeah you know Tom Cruz is kind of going up side

yes show is good that was just a little yes show is good that was just a little thing a little thing a little thing a little thing yeah there a you know like it's thing yeah there a you know like it's thing yeah there a you know like it's about the size of uh sensor Verge yeah about the size of uh sensor Verge yeah about the size of uh sensor Verge yeah so if you ever been there so maybe so if you ever been there so maybe so if you ever been there so maybe that's single thousands single thousands that's single thousands single thousands that's single thousands single thousands that's small and yet I go to this stuff that's small and yet I go to this stuff that's small and yet I go to this stuff in Houston these energy conference and in Houston these energy conference and in Houston these energy conference and is an oiling gas and the biggest one is an oiling gas and the biggest one is an oiling gas and the biggest one maybe is lucky if they have a thousand maybe is lucky if they have a thousand maybe is lucky if they have a thousand people there's other ones that are more people there's other ones that are more people there's other ones that are more Niche and they like 200 people and I Niche and they like 200 people and I Niche and they like 200 people and I have discussions with people putting it have discussions with people putting it have discussions with people putting it on yeah I think the boutique shows I on yeah I think the boutique shows I on yeah I think the boutique shows I mean can be very Valu you it's like how mean can be very Valu you it's like how mean can be very Valu you it's like how do you make money do you make money do you make money I don't know how they make obiously they I don't know how they make obiously they I don't know how they make obiously they find way well you don't hold it the find way well you don't hold it the find way well you don't hold it the conventions no no you're right it's a conventions no no you're right it's a conventions no no you're right it's a definitely a smaller venue and I guess definitely a smaller venue and I guess definitely a smaller venue and I guess the sponsors whatever I remember going the sponsors whatever I remember going the sponsors whatever I remember going to some that were like total I mean to some that were like total I mean to some that were like total I mean there's a lot of pay to playay it GS but there's a lot of pay to playay it GS but there's a lot of pay to playay it GS but I've been some that just like so blly I've been some that just like so blly I've been some that just like so blly you know it's you know it's you know it's like I found a way to make sure that no like I found a way to make sure that no like I found a way to make sure that no one had to pay to go to this thing I one had to pay to go to this thing I one had to pay to go to this thing I flew you to if you're a guest if you're flew you to if you're a guest if you're flew you to if you're a guest if you're a speaker if you're whatever uh and then a speaker if you're whatever uh and then a speaker if you're whatever uh and then they have you know but if you want to they have you know but if you want to they have you know but if you want to speak about you're paying money to speak speak about you're paying money to speak speak about you're paying money to speak right you know you're the sponsor to right you know you're the sponsor to right you know you're the sponsor to speak and then they do that little speed speak and then they do that little speed speak and then they do that little speed dating thing the people who are there to dating thing the people who are there to dating thing the people who are there to learn about your stuff it's really learn about your stuff it's really learn about your stuff it's really expensive especially if you want a expensive especially if you want a expensive especially if you want a really nice ptic carpet or the booth really nice ptic carpet or the booth really nice ptic carpet or the booth that makes you break your budget yeah that makes you break your budget yeah that makes you break your budget yeah yeah yeah yeah yeahp carpet is what it's all about Yeah

yeahp carpet is what it's all about Yeah yeahp carpet is what it's all about Yeah the more padding the more the more padding the more the more padding the more padding padding padding so mobile world Congress Las Vegas so mobile world Congress Las Vegas so mobile world Congress Las Vegas happened as well right I mean there's happened as well right I mean there's happened as well right I mean there's like a ton of stuff that's happened the like a ton of stuff that's happened the like a ton of stuff that's happened the past week busy yeah really really crazy past week busy yeah really really crazy past week busy yeah really really crazy I haven't heard back from really much of I haven't heard back from really much of I haven't heard back from really much of anybody about World Congress pretty light pretty light um Congress pretty light pretty light um maybe 4,000 people that's really light maybe 4,000 people that's really light maybe 4,000 people that's really light 8,000 yikes last year and then uh 8,000 yikes last year and then uh 8,000 yikes last year and then uh apparently most populous part of the apparently most populous part of the apparently most populous part of the convention center was the whole d area convention center was the whole d area convention center was the whole d area you know like the you're going to say the kind of the you're going to say the kind of resume writing resume writing resume writing Workshop oh that's mean that's really Workshop oh that's mean that's really Workshop oh that's mean that's really mean but true yeah oh gosh are you mean but true yeah oh gosh are you mean but true yeah oh gosh are you hiring are you hiring are you hiring hiring are you hiring are you hiring hiring are you hiring are you hiring we're here we hiring it's like speed we're here we hiring it's like speed we're here we hiring it's like speed dating tables you know it's like right dating tables you know it's like right dating tables you know it's like right so next year we might see people like so next year we might see people like so next year we might see people like you know come in with little you know come in with little you know come in with little Flags you know with their corporate logo Flags you know with their corporate logo Flags you know with their corporate logo and then you know stick a claim on the and then you know stick a claim on the and then you know stick a claim on the table and then have their meetings there table and then have their meetings there table and then have their meetings there as well so what do you think about you as well so what do you think about you as well so what do you think about you know we've been to mwc know we've been to mwc know we've been to mwc America many times in Los Angeles oh America many times in Los Angeles oh America many times in Los Angeles oh yeah and then more recently in Vegas yeah and then more recently in Vegas yeah and then more recently in Vegas what do you think was what do you think was what do you think was better oh I mean I think Vegas is nicer better oh I mean I think Vegas is nicer better oh I mean I think Vegas is nicer yeah than the old Convention Center D La

yeah than the old Convention Center D La yeah than the old Convention Center D La yeah but I wonder is there as many yeah but I wonder is there as many yeah but I wonder is there as many people or is it maybe just different a l people or is it maybe just different a l people or is it maybe just different a l less less less l i mean I think it's basically getting l i mean I think it's basically getting l i mean I think it's basically getting I don't want to say it's dying but it's I don't want to say it's dying but it's I don't want to say it's dying but it's not looking good well I think this we not looking good well I think this we not looking good well I think this we just talked about this like this kind of just talked about this like this kind of just talked about this like this kind of wave of uh investment and optimism wave of uh investment and optimism wave of uh investment and optimism around Telco as a digital transformation around Telco as a digital transformation around Telco as a digital transformation thing like there's just a lot of like thing like there's just a lot of like thing like there's just a lot of like tension going on and a lot of concerns tension going on and a lot of concerns tension going on and a lot of concerns about you know return on investment about you know return on investment about you know return on investment there's less people engaged there's less people engaged there's less people engaged in yeah that's true so that's going to in yeah that's true so that's going to in yeah that's true so that's going to turn up straight shows why right yeah turn up straight shows why right yeah turn up straight shows why right yeah but you know I mean it is a little bit but you know I mean it is a little bit but you know I mean it is a little bit disturbing though because we're so disturbing though because we're so disturbing though because we're so disillusioned about Telco and Telco Tech disillusioned about Telco and Telco Tech disillusioned about Telco and Telco Tech and um but I mean we have to be and um but I mean we have to be and um but I mean we have to be concerned that China is not experiencing concerned that China is not experiencing concerned that China is not experiencing the same thing you know and um they're the same thing you know and um they're the same thing you know and um they're running away with the running away with the running away with the technology they're running away with the technology they're running away with the technology they're running away with the value just simply because I mean I think value just simply because I mean I think value just simply because I mean I think you know just having track what the you know just having track what the you know just having track what the Chinese operators as well as V vendors Chinese operators as well as V vendors Chinese operators as well as V vendors have done and what their their strategy have done and what their their strategy have done and what their their strategy has been it's been better and I I know has been it's been better and I I know has been it's been better and I I know for a fact it's simply because they they for a fact it's simply because they they for a fact it's simply because they they asked really tough point the mobile asked really tough point the mobile asked really tough point the mobile operator operator operator CTO in CTO in CTO in China basically did their homework you

China basically did their homework you China basically did their homework you know like when Huawei would come up and know like when Huawei would come up and know like when Huawei would come up and say hey millimeter wave all the sudden say hey millimeter wave all the sudden say hey millimeter wave all the sudden you know the fcon people would come up you know the fcon people would come up you know the fcon people would come up and say that stuff these guys say show and say that stuff these guys say show and say that stuff these guys say show me in the lab Let's test it out okay lab me in the lab Let's test it out okay lab me in the lab Let's test it out okay lab in the field okay show me the value they in the field okay show me the value they in the field okay show me the value they did this homework in did this homework in did this homework in 2017 you know before some we have China 2017 you know before some we have China 2017 you know before some we have China Unicom China Unicom China Unicom China mobile I'm trying to think all the mobile I'm trying to think all the mobile I'm trying to think all the players though yeah China you know so of players though yeah China you know so of players though yeah China you know so of course they all do due diligence I no we course they all do due diligence I no we course they all do due diligence I no we should too well I Al the ecosystem there should too well I Al the ecosystem there should too well I Al the ecosystem there like a little more focused ecosystem like a little more focused ecosystem like a little more focused ecosystem around like snapping to certain around like snapping to certain around like snapping to certain standards and interoperability whereas standards and interoperability whereas standards and interoperability whereas other in European and US markets there's other in European and US markets there's other in European and US markets there's like kind of de facto standards and then like kind of de facto standards and then like kind of de facto standards and then there's it's kind of the Wild West I there's it's kind of the Wild West I there's it's kind of the Wild West I mean I always gave most props to South mean I always gave most props to South mean I always gave most props to South Korea I always felt like they were the Korea I always felt like they were the Korea I always felt like they were the furthest ahead of anybody they embraced furthest ahead of anybody they embraced furthest ahead of anybody they embraced newor technology you had people olypics newor technology you had people olypics newor technology you had people olypics you just they just did for years they you just they just did for years they you just they just did for years they were always ahead of the game and people were always ahead of the game and people were always ahead of the game and people say oh well it's because it's smaller say oh well it's because it's smaller say oh well it's because it's smaller and it's like one big laboratory you and it's like one big laboratory you and it's like one big laboratory you know but it was just amazing they were know but it was just amazing they were know but it was just amazing they were they were on it before 5G I I just they were on it before 5G I I just they were on it before 5G I I just remember flashbacks to when we were remember flashbacks to when we were remember flashbacks to when we were bling it out at Ericson and going to the bling it out at Ericson and going to the bling it out at Ericson and going to the bridge Alliance thing in Singapore and bridge Alliance thing in Singapore and bridge Alliance thing in Singapore and and yeah Korea Telecom KT was there and and yeah Korea Telecom KT was there and and yeah Korea Telecom KT was there and it's just like yeah we already got it's just like yeah we already got it's just like yeah we already got people on the Subways and soul yeah people on the Subways and soul yeah people on the Subways and soul yeah going zillion miles and hour and they're going zillion miles and hour and they're going zillion miles and hour and they're watching live movies on 5G and everybody

watching live movies on 5G and everybody watching live movies on 5G and everybody else is like what's that we don't even else is like what's that we don't even else is like what's that we don't even have that have that have that could they download a movie in 12 could they download a movie in 12 could they download a movie in 12 seconds Ro I don't know I'm going to say seconds Ro I don't know I'm going to say seconds Ro I don't know I'm going to say yes yeah that was like winter Olympics yes yeah that was like winter Olympics yes yeah that was like winter Olympics right that was like their big test bed right that was like their big test bed right that was like their big test bed for for for 5G and U and you know maybe maybe it is 5G and U and you know maybe maybe it is 5G and U and you know maybe maybe it is easier to do it a smaller size where you easier to do it a smaller size where you easier to do it a smaller size where you can just it's like a big laboratory try can just it's like a big laboratory try can just it's like a big laboratory try things out yeah yeah envelope I think things out yeah yeah envelope I think things out yeah yeah envelope I think that's where where the US operators the that's where where the US operators the that's where where the US operators the CTO here I mean they you have to face it CTO here I mean they you have to face it CTO here I mean they you have to face it they made some pretty bad bets right I they made some pretty bad bets right I they made some pretty bad bets right I mean there's there's no getting around mean there's there's no getting around mean there's there's no getting around it right and um I think a lot of it has it right and um I think a lot of it has it right and um I think a lot of it has to do with uh you know just these false to do with uh you know just these false to do with uh you know just these false equivalencies that they subscribe to so equivalencies that they subscribe to so equivalencies that they subscribe to so a lot of people say hey look at five you a lot of people say hey look at five you a lot of people say hey look at five you know South Korea was able to deploy 5G know South Korea was able to deploy 5G know South Korea was able to deploy 5G and you know Serv as 80% of the and you know Serv as 80% of the and you know Serv as 80% of the population like well have you ever been population like well have you ever been population like well have you ever been to South Korea yeah I was goingon to say to South Korea yeah I was goingon to say to South Korea yeah I was goingon to say yeah you know yeah very very it's like yeah you know yeah very very it's like yeah you know yeah very very it's like it's not the same thing and so you have it's not the same thing and so you have it's not the same thing and so you have to have a different you know you have to to have a different you know you have to to have a different you know you have to have a different strategy for spectrum have a different strategy for spectrum have a different strategy for spectrum for you know just your technical roll for you know just your technical roll for you know just your technical roll out everything it has to it can't be the out everything it has to it can't be the out everything it has to it can't be the same thing but using South Korea as a same thing but using South Korea as a same thing but using South Korea as a model I think was is and was the wrong model I think was is and was the wrong model I think was is and was the wrong thing to do it's people look at them as thing to do it's people look at them as thing to do it's people look at them as like a North star or something yeah you like a North star or something yeah you like a North star or something yeah you could use South Korea as an example to could use South Korea as an example to could use South Korea as an example to deploy in New York City or in San deploy in New York City or in San deploy in New York City or in San Francisco or you know you know LAX just

Francisco or you know you know LAX just Francisco or you know you know LAX just Nationwide right to to accelerate and Nationwide right to to accelerate and Nationwide right to to accelerate and propagate the promise of 5G whatever way propagate the promise of 5G whatever way propagate the promise of 5G whatever way that you sold it you have to really be that you sold it you have to really be that you sold it you have to really be thoughtful and can't use you know thoughtful and can't use you know thoughtful and can't use you know examples that are out of context of your examples that are out of context of your examples that are out of context of your reality right and use that as a reality right and use that as a reality right and use that as a basis millimeter away from Dallas all basis millimeter away from Dallas all basis millimeter away from Dallas all the way to San Antonio yeah I'm sure we the way to San Antonio yeah I'm sure we the way to San Antonio yeah I'm sure we can how hard could that be well see can how hard could that be well see can how hard could that be well see that's the one thing the South Koreans that's the one thing the South Koreans that's the one thing the South Koreans didn't learn that the Chinese knew the didn't learn that the Chinese knew the didn't learn that the Chinese knew the the you know guys in Hong Kong s for you the you know guys in Hong Kong s for you the you know guys in Hong Kong s for you know it we're going to go low band know it we're going to go low band know it we're going to go low band midband but that's what T-Mobile did no midband but that's what T-Mobile did no midband but that's what T-Mobile did no they bought like a ton of I mean they bought like a ton of I mean they bought like a ton of I mean just but but you're right I know they just but but you're right I know they just but but you're right I know they they they originally had the the three they they originally had the the three they they originally had the the three tiered cake yeah the three cake two tiered cake yeah the three cake two tiered cake yeah the three cake two years ago they chopped off the top and years ago they chopped off the top and years ago they chopped off the top and everybody it's like this millimeter way everybody it's like this millimeter way everybody it's like this millimeter way was just a fantasy you know well she was was just a fantasy you know well she was was just a fantasy you know well she was CU walls got in the way man glass get CU walls got in the way man glass get CU walls got in the way man glass get who put the glass there fly rain gets in who put the glass there fly rain gets in who put the glass there fly rain gets in the way and then the leaves in the the way and then the leaves in the the way and then the leaves in the spring comes like it's really annoying spring comes like it's really annoying spring comes like it's really annoying it's are you guys hearing many mobile it's are you guys hearing many mobile it's are you guys hearing many mobile operators talking about upgrading their operators talking about upgrading their operators talking about upgrading their kit to 5G Advanced 5G kit to 5G Advanced 5G kit to 5G Advanced 5G Plus+ is Huawei calls it Plus+ is Huawei calls it Plus+ is Huawei calls it 5.5g but it's 5G Advance it's part of 5.5g but it's 5G Advance it's part of 5.5g but it's 5G Advance it's part of the spec you know that we're doing on the spec you know that we're doing on the spec you know that we're doing on you know just like we had LTE Advanced you know just like we had LTE Advanced you know just like we had LTE Advanced so I have a theory let us hear it

so I have a theory let us hear it so I have a theory let us hear it they're not going to do it uh I was they're not going to do it uh I was they're not going to do it uh I was still waiting for like what is it 5G uh still waiting for like what is it 5G uh still waiting for like what is it 5G uh you know you know you know standarde but if I go back in time you standarde but if I go back in time you standarde but if I go back in time you could make the case after all these could make the case after all these could make the case after all these years of 5G mess and disappointment years of 5G mess and disappointment years of 5G mess and disappointment happiness here disappointment there happiness here disappointment there happiness here disappointment there whatever I probably would have been just whatever I probably would have been just whatever I probably would have been just fine with LTE fine with LTE fine with LTE Advanced because they they made up all Advanced because they they made up all Advanced because they they made up all these things we're going to have you these things we're going to have you these things we're going to have you know Ultra reliable I get 5G plus know Ultra reliable I get 5G plus know Ultra reliable I get 5G plus that oh 5G plus you must be that oh 5G plus you must be that oh 5G plus you must be I think I think it's just the fake F you get the F son I love it yeah yeah F you get the F son I love it yeah yeah no but I think I think people would have no but I think I think people would have no but I think I think people would have been well served with LTE Advanced um so been well served with LTE Advanced um so been well served with LTE Advanced um so let's why don't we Define what we think let's why don't we Define what we think let's why don't we Define what we think 6G should be right now it should be 5.5 6G should be right now it should be 5.5 6G should be right now it should be 5.5 G or 5G pant G or 5G pant G or 5G pant should I think there should I think there should I think there bigger problems to solve for people for bigger problems to solve for people for bigger problems to solve for people for customers and these operators coverage customers and these operators coverage customers and these operators coverage being a big one back hall networks is being a big one back hall networks is being a big one back hall networks is another one I mean I think that's right another one I mean I think that's right another one I mean I think that's right I I was like sh yeah for our friends in I I was like sh yeah for our friends in I I was like sh yeah for our friends in factories you know it would be really factories you know it would be really factories you know it would be really nice to get like a a usable what is it nice to get like a a usable what is it nice to get like a a usable what is it massive machine type communication mmtc massive machine type communication mmtc massive machine type communication mmtc that was in 18 and then what's the other that was in 18 and then what's the other that was in 18 and then what's the other one Ultra reliable low

right uh and again you know this right uh and again you know this specific case because we're talking specific case because we're talking specific case because we're talking about a machine sending a command to about a machine sending a command to about a machine sending a command to another machine for something to happen another machine for something to happen another machine for something to happen we're not talking about just moving bits we're not talking about just moving bits we're not talking about just moving bits and bites it's like actual we're and bites it's like actual we're and bites it's like actual we're actuating here uh the the that I mean actuating here uh the the that I mean actuating here uh the the that I mean let's let's have those and be happy let's let's have those and be happy let's let's have those and be happy let's be happy you know that the thing let's be happy you know that the thing let's be happy you know that the thing is is that in the labs these things work is is that in the labs these things work is is that in the labs these things work the technology is there right the technology is there right the technology is there right the only problem for the past few years the only problem for the past few years the only problem for the past few years is that especially with URC it's just is that especially with URC it's just is that especially with URC it's just freaking expensive in implementation freaking expensive in implementation freaking expensive in implementation deployment right well they're not the deployment right well they're not the deployment right well they're not the devices so let's not oh they're s well devices so let's not oh they're s well devices so let's not oh they're s well you know but the modules cost the a ton you know but the modules cost the a ton you know but the modules cost the a ton but you know that they're always going but you know that they're always going but you know that they're always going to get cheaper but you know once they to get cheaper but you know once they to get cheaper but you know once they make the transition operators make the make the transition operators make the make the transition operators make the transition to sa they're going to do it transition to sa they're going to do it transition to sa they're going to do it because they're they will do it just because they're they will do it just because they're they will do it just simply because you're going to have more simply because you're going to have more simply because you're going to have more devices out there especially smartphones devices out there especially smartphones devices out there especially smartphones not all this extraneous like MCAT you not all this extraneous like MCAT you not all this extraneous like MCAT you know like uh Red Red Cap stuff know like uh Red Red Cap stuff know like uh Red Red Cap stuff smartphones the stuff that actually smartphones the stuff that actually smartphones the stuff that actually drives bulk of the massive Revenue being drives bulk of the massive Revenue being drives bulk of the massive Revenue being able to able to able to support um you know five you know 5G support um you know five you know 5G support um you know five you know 5G Advanced features right so you know six Advanced features right so you know six Advanced features right so you know six uh releas 16 Beyond type stuff right we uh releas 16 Beyond type stuff right we uh releas 16 Beyond type stuff right we 17 Beyond even but most of us are don't 17 Beyond even but most of us are don't 17 Beyond even but most of us are don't even have the ability to tap into even

even have the ability to tap into even even have the ability to tap into even the basic 5G everyone's like running off the basic 5G everyone's like running off the basic 5G everyone's like running off on top of a you know or at least on top of a you know or at least on top of a you know or at least operators are able to benefit we can operators are able to benefit we can operators are able to benefit we can benefit but the operators don't benefit benefit but the operators don't benefit benefit but the operators don't benefit from you know their 5G implementations from you know their 5G implementations from you know their 5G implementations because they're because they're because they're running hey but we got RCS going now so running hey but we got RCS going now so running hey but we got RCS going now so yes green bubble blue bubble dark blue yes green bubble blue bubble dark blue yes green bubble blue bubble dark blue bubble so I really screw things up for bubble so I really screw things up for bubble so I really screw things up for everybody little group here by using an everybody little group here by using an everybody little group here by using an Android phone for our Android phone for our Android phone for our chat and um but it should have kind of chat and um but it should have kind of chat and um but it should have kind of worked because if you'd all upgraded worked because if you'd all upgraded worked because if you'd all upgraded your iPhone to 18 you support RCS and your iPhone to 18 you support RCS and your iPhone to 18 you support RCS and you and I were talking about it earlier you and I were talking about it earlier you and I were talking about it earlier I've seen I've done text messages with I've seen I've done text messages with I've seen I've done text messages with iPhones that are updated and the bubbles iPhones that are updated and the bubbles iPhones that are updated and the bubbles are different color and they have more are different color and they have more are different color and they have more detail on the Android phone than they detail on the Android phone than they detail on the Android phone than they did before and I probably look like a did before and I probably look like a did before and I probably look like a green lower cast person to you guys I green lower cast person to you guys I green lower cast person to you guys I almost blocked man no it's almost blocked man no it's almost blocked man no it's understandable yeah absolutely I would understandable yeah absolutely I would understandable yeah absolutely I would oh gosh but you know I go both ways you gosh but you know I go both ways you know sometimes on my iPhone you know know sometimes on my iPhone you know know sometimes on my iPhone you know that's e that I just bought back and that's e that I just bought back and that's e that I just bought back and forth you know I think there's things forth you know I think there's things forth you know I think there's things that I like about Android or you know that I like about Android or you know that I like about Android or you know obviously this is a more premium Android obviously this is a more premium Android obviously this is a more premium Android device most people have yes that is not device most people have yes that is not device most people have yes that is not a lowend uh you know HTC uh but I love a lowend uh you know HTC uh but I love a lowend uh you know HTC uh but I love the HTC One back in the day that was a good phone that was a good that was a good phone that was a good phone but I love the 200 megapixel

phone but I love the 200 megapixel phone but I love the 200 megapixel camera camera camera sensor this is crazy nice you know it's sensor this is crazy nice you know it's sensor this is crazy nice you know it's flashbacks to that our Windows phone flashbacks to that our Windows phone flashbacks to that our Windows phone that had the big old Nokia that was the that had the big old Nokia that was the that had the big old Nokia that was the biggest deal ever biggest deal ever biggest deal ever 15 1420 1420 okay yeah yeah it was good 15 1420 1420 okay yeah yeah it was good 15 1420 1420 okay yeah yeah it was good stuff I had a flint phone VGA baby stuff I had a flint phone VGA baby stuff I had a flint phone VGA baby VGA love that love that you moved up VGA love that love that you moved up VGA love that love that you moved up from eight bit from eight bit from eight bit ni better than Q true so here's what 6G ni better than Q true so here's what 6G ni better than Q true so here's what 6G is going to be it's just going to be 5 is going to be it's just going to be 5 is going to be it's just going to be 5 5.5 Advance politically geopolitically 5.5 Advance politically geopolitically 5.5 Advance politically geopolitically correct politically correct okay so correct politically correct okay so correct politically correct okay so let's here's a question then maybe I let's here's a question then maybe I let's here's a question then maybe I don't know if we know the answer to this don't know if we know the answer to this don't know if we know the answer to this if an operator upgrades their gear if an operator upgrades their gear if an operator upgrades their gear whatever it is to stand alone what is whatever it is to stand alone what is whatever it is to stand alone what is the upgrade path to Advanced is it more the upgrade path to Advanced is it more the upgrade path to Advanced is it more Hardware or is there a software update Hardware or is there a software update Hardware or is there a software update do you think cuz I do you think cuz I do you think cuz I remember with Ericson when we were remember with Ericson when we were remember with Ericson when we were moving people from LTE to 5G it turns moving people from LTE to 5G it turns moving people from LTE to 5G it turns out we the talk track was it's just a out we the talk track was it's just a out we the talk track was it's just a software update we made sure that the LT software update we made sure that the LT software update we made sure that the LT Hardware that operators had within the Hardware that operators had within the Hardware that operators had within the last three or four years was software last three or four years was software last three or four years was software upgrad to 5G the original 5G were upgrad to 5G the original 5G were upgrad to 5G the original 5G were connect 4G and then we SC um and so I'm connect 4G and then we SC um and so I'm connect 4G and then we SC um and so I'm I'm curious of the lift the the economic I'm curious of the lift the the economic I'm curious of the lift the the economic lift to advance and the manual labor it lift to advance and the manual labor it lift to advance and the manual labor it would be 6GS a service if I canot sell

would be 6GS a service if I canot sell would be 6GS a service if I canot sell you any more kit it's going to be a you any more kit it's going to be a you any more kit it's going to be a service for that upgrade would be lovely service for that upgrade would be lovely service for that upgrade would be lovely yes be a very expensive license that is yes be a very expensive license that is yes be a very expensive license that is a The Dilemma right is the operators a The Dilemma right is the operators a The Dilemma right is the operators don't want to invest in new antennas don't want to invest in new antennas don't want to invest in new antennas right you know Rand infrastructure or at right you know Rand infrastructure or at right you know Rand infrastructure or at least minimize it but you know what the least minimize it but you know what the least minimize it but you know what the crazy thing is is we move toward like crazy thing is is we move toward like crazy thing is is we move toward like these software defined or you know like these software defined or you know like these software defined or you know like uh you know vrand type uh you know vrand type uh you know vrand type architectures what the vendors are architectures what the vendors are architectures what the vendors are thinking is hey uh you're going to be thinking is hey uh you're going to be thinking is hey uh you're going to be upgrading your servers every two upgrading your servers every two upgrading your servers every two years think that's going to years think that's going to years think that's going to happen so it's it's weird this whole it happen so it's it's weird this whole it happen so it's it's weird this whole it CT convergence thing is actually it CT convergence thing is actually it CT convergence thing is actually it mindset learning that CT is a different mindset learning that CT is a different mindset learning that CT is a different mindset and then Edge CL you know Edge mindset and then Edge CL you know Edge mindset and then Edge CL you know Edge Dynamics Edge economics are very Dynamics Edge economics are very Dynamics Edge economics are very different like as we know in the iot different like as we know in the iot different like as we know in the iot right yeah and I yeah people still don't right yeah and I yeah people still don't right yeah and I yeah people still don't realize this if you go and you talk to realize this if you go and you talk to realize this if you go and you talk to to folks in the industry in the to folks in the industry in the to folks in the industry in the different silos they're they're devoid different silos they're they're devoid different silos they're they're devoid of misunderstanding you know it's pretty of misunderstanding you know it's pretty of misunderstanding you know it's pretty I don't know I don't know I don't think I don't know I don't know I don't think I don't know I don't know I don't think it's funny but we're help we're helping it's funny but we're help we're helping it's funny but we're help we're helping to bridge to the awareness to I was the to bridge to the awareness to I was the to bridge to the awareness to I was the CEO of a mobile operator and kit maker CEO of a mobile operator and kit maker CEO of a mobile operator and kit maker was telling me every two years you're was telling me every two years you're was telling me every two years you're going to find new hardware I would say

going to find new hardware I would say going to find new hardware I would say get the hell out of my office you would get the hell out of my office you would get the hell out of my office you would do you would do a less uh cross cross yeah they would have take a step yeah they would have take a step back and just go away don't come back what would Lesman do I think that's back what would Lesman do I think that's how we should all operate how we should all operate how we should all operate what last G do what would he say what last G do what would he say what last G do what would he say exactly exactly that's bring the exactly exactly that's bring the exactly exactly that's bring the Blackberry back it's fiding light for me Blackberry back it's fiding light for me Blackberry back it's fiding light for me you know absolutely okay so but that's you know absolutely okay so but that's you know absolutely okay so but that's the thing if I have to upgrade Hardware the thing if I have to upgrade Hardware the thing if I have to upgrade Hardware every year then it better be like some every year then it better be like some every year then it better be like some old Packard Bell or Gateway old Packard Bell or Gateway old Packard Bell or Gateway computer 486 to do it you know yeah I computer 486 to do it you know yeah I computer 486 to do it you know yeah I well that's a that that's so the well that's a that that's so the well that's a that that's so the interesting thing is how all this airand interesting thing is how all this airand interesting thing is how all this airand stuff is can play out AI when you know stuff is can play out AI when you know stuff is can play out AI when you know Jen Jensen and family are suggesting Jen Jensen and family are suggesting Jen Jensen and family are suggesting that they're going to be they're going that they're going to be they're going that they're going to be they're going to be on a one-year Cadence for all this to be on a one-year Cadence for all this to be on a one-year Cadence for all this AI supercomputing stuff yeah it's like AI supercomputing stuff yeah it's like AI supercomputing stuff yeah it's like what kind of cadence are they going to what kind of cadence are they going to what kind of cadence are they going to try to push down to you know folks that try to push down to you know folks that try to push down to you know folks that are uh are uh are uh running quote unquote AI magic out at running quote unquote AI magic out at running quote unquote AI magic out at the edge right where I mean come on you the edge right where I mean come on you the edge right where I mean come on you know it's but that's the problem it's know it's but that's the problem it's know it's but that's the problem it's people's people's people's mentality uh doesn't make the adjustment mentality uh doesn't make the adjustment mentality uh doesn't make the adjustment they need to make going from like these they need to make going from like these they need to make going from like these hyperscale clouds to these different hyperscale clouds to these different hyperscale clouds to these different Edge environments right show the value Edge environments right show the value Edge environments right show the value they have to show the value by the way

they have to show the value by the way they have to show the value by the way know this guy because this guy he's in know this guy because this guy he's in know this guy because this guy he's in the he's he's doing some crazy stuff the he's he's doing some crazy stuff the he's he's doing some crazy stuff you're going to find out soon about it you're going to find out soon about it you're going to find out soon about it but November 6th yeah November 6 yeah but November 6th yeah November 6 yeah but November 6th yeah November 6 yeah it's that other that other force that is it's that other that other force that is it's that other that other force that is shaping the future of computing exactly shaping the future of computing exactly shaping the future of computing exactly but the your point on the AI Rand is but the your point on the AI Rand is but the your point on the AI Rand is that I think um and I'm not a super that I think um and I'm not a super that I think um and I'm not a super expert on this but my understanding is expert on this but my understanding is expert on this but my understanding is that using AI for like packet switch and that using AI for like packet switch and that using AI for like packet switch and all that stuff versus you know AI for all that stuff versus you know AI for all that stuff versus you know AI for like downtime all that stuff he just like downtime all that stuff he just like downtime all that stuff he just needs to show up good turn needs to show up good turn needs to show up good turn oness and you know then you'll see the oness and you know then you'll see the oness and you know then you'll see the Cadence take care of Cadence take care of Cadence take care of itself and you know the the idea of like itself and you know the the idea of like itself and you know the the idea of like kind of swapping out these these kit and kind of swapping out these these kit and kind of swapping out these these kit and these uh 5G base stations you know you these uh 5G base stations you know you these uh 5G base stations you know you stuff it would only make sense if it stuff it would only make sense if it stuff it would only make sense if it right right yeah let's that step right right yeah let's that step right right yeah let's that step something something something r i mean I think you know there were r i mean I think you know there were r i mean I think you know there were lots of good examples when we were lots of good examples when we were lots of good examples when we were started virtualizing all this kid like I started virtualizing all this kid like I started virtualizing all this kid like I think it was great for you to go into think it was great for you to go into think it was great for you to go into your cell tower and grab I don't know your cell tower and grab I don't know your cell tower and grab I don't know the baseband unit this big Sony receiver the baseband unit this big Sony receiver the baseband unit this big Sony receiver like box yeah because you had all these like box yeah because you had all these like box yeah because you had all these functions that had been virtualized in functions that had been virtualized in functions that had been virtualized in the network and I think that we saw lots the network and I think that we saw lots the network and I think that we saw lots of improvements lots of our right well of improvements lots of our right well of improvements lots of our right well that sort of like we thought it was that sort of like we thought it was that sort of like we thought it was going to go Gang Busters with you know going to go Gang Busters with you know going to go Gang Busters with you know with this 5G thing where when it's like with this 5G thing where when it's like with this 5G thing where when it's like no like a ton of things got virtualized

no like a ton of things got virtualized no like a ton of things got virtualized yeah it's great but now you know the yeah it's great but now you know the yeah it's great but now you know the closest we got to this is Ban yeah closest we got to this is Ban yeah closest we got to this is Ban yeah because oan wasn't that too much of an O because oan wasn't that too much of an O because oan wasn't that too much of an O uh at the end of the day at the end of uh at the end of the day at the end of uh at the end of the day at the end of the day the I mean oan is like I mean the day the I mean oan is like I mean the day the I mean oan is like I mean it's just freaking interfaces right ven it's just freaking interfaces right ven it's just freaking interfaces right ven you can already disaggregate you can you can already disaggregate you can you can already disaggregate you can have a disaggregated architecture with have a disaggregated architecture with have a disaggregated architecture with proprietary interfaces that Stitch your proprietary interfaces that Stitch your proprietary interfaces that Stitch your crap together right and you crap together right and you crap together right and you know it just astonishes me how a lot of know it just astonishes me how a lot of know it just astonishes me how a lot of folks in the industry just don't folks in the industry just don't folks in the industry just don't freaking get that and that it it's not freaking get that and that it it's not freaking get that and that it it's not about multivendor blah blah blah stuff about multivendor blah blah blah stuff about multivendor blah blah blah stuff that's an agenda you created for that's an agenda you created for that's an agenda you created for yourself your own convenience at the end yourself your own convenience at the end yourself your own convenience at the end of the today it's an architectural and of the today it's an architectural and of the today it's an architectural and procurement procurement procurement decision by the operator if they don't decision by the operator if they don't decision by the operator if they don't buy into the value proposition open buy into the value proposition open buy into the value proposition open doesn't mean anything and that that's doesn't mean anything and that that's doesn't mean anything and that that's always been the case in it right like in always been the case in it right like in always been the case in it right like in the world that we come the world that we come the world that we come from flip a table over why but you know from flip a table over why but you know from flip a table over why but you know why it's like I mean too bad thank God why it's like I mean too bad thank God why it's like I mean too bad thank God Mark is not here because if I say this Mark is not here because if I say this Mark is not here because if I say this in front of you you will crush me like in front of you you will crush me like in front of you you will crush me like I'm a tiny little child left hand like I'm a tiny little child left hand like I'm a tiny little child left hand like he was he would yeah slap me upside the he was he would yeah slap me upside the he was he would yeah slap me upside the head with his gigantic head with his gigantic head with his gigantic Paws no people get religious Paws no people get religious Paws no people get religious about you just can't get religious about

about you just can't get religious about about you just can't get religious about stuff yeah yeah yeah I hate all you stuff yeah yeah yeah I hate all you stuff yeah yeah yeah I hate all you proprietary comp no no no no I mean no proprietary comp no no no no I mean no proprietary comp no no no no I mean no the reason why I always say that is the reason why I always say that is the reason why I always say that is because I had to deal with you know I'm because I had to deal with you know I'm because I had to deal with you know I'm on these on these on these programs large it transformation programs large it transformation programs large it transformation programs have to deal with all kinds of programs have to deal with all kinds of programs have to deal with all kinds of different different different Tech folks coming from different Tech folks coming from different Tech folks coming from different backgrounds whether it's Java oh this backgrounds whether it's Java oh this backgrounds whether it's Java oh this guy has a Java background this guy has guy has a Java background this guy has guy has a Java background this guy has you know oracle sap blah blah blah then you know oracle sap blah blah blah then you know oracle sap blah blah blah then these dudes get like all religious about these dudes get like all religious about these dudes get like all religious about stuff how does anything get done for the stuff how does anything get done for the stuff how does anything get done for the customer oh the customer you know then customer oh the customer you know then customer oh the customer you know then they forget about the customer they just they forget about the customer they just they forget about the customer they just sit there and start you know yapping sit there and start you know yapping sit there and start you know yapping about oh this this I'm not this middle about oh this this I'm not this middle about oh this this I'm not this middle is better blah blah I was like no no no is better blah blah I was like no no no is better blah blah I was like no no no no no I'm all in with open source and no no I'm all in with open source and no no I'm all in with open source and it's like okay hey well then go get in it's like okay hey well then go get in it's like okay hey well then go get in your open source car and drive your open your open source car and drive your open your open source car and drive your open source car down the open source highway source car down the open source highway source car down the open source highway to your open source to your open source to your open source house yeah so I've always I I I just house yeah so I've always I I I just house yeah so I've always I I I just learned through learned through learned through experience don't forget the customer experience don't forget the customer experience don't forget the customer don't forget the customer you know don't forget the customer you know don't forget the customer you know that's the te the vendors do and then that's the te the vendors do and then that's the te the vendors do and then their little minions who often time are their little minions who often time are their little minions who often time are your resources on a project they your resources on a project they your resources on a project they forget right it it's goofy I mean you forget right it it's goofy I mean you forget right it it's goofy I mean you guys have probably experienced that guys have probably experienced that guys have probably experienced that before I'm just trying to tell some of before I'm just trying to tell some of before I'm just trying to tell some of the folks who hav that crap is huh is the folks who hav that crap is huh is the folks who hav that crap is huh is bad news when you forget where the bad news when you forget where the bad news when you forget where the customer is oh yeah it happens but then customer is oh yeah it happens but then customer is oh yeah it happens but then we all think that we're customer Centric we all think that we're customer Centric we all think that we're customer Centric right oh yeah we're all customer Centric

right oh yeah we're all customer Centric right oh yeah we're all customer Centric customer obsessed obsessed every day customer obsessed obsessed every day customer obsessed obsessed every day which Mo the three mobile operators are which Mo the three mobile operators are which Mo the three mobile operators are the most customer obsessed in the United the most customer obsessed in the United the most customer obsessed in the United States which one which you say it's States which one which you say it's States which one which you say it's number one don't don't ask me I'm number one don't don't ask me I'm number one don't don't ask me I'm Straight Talk wireless Straight Talk Straight Talk wireless Straight Talk Straight Talk wireless Straight Talk wireless there you go boo wireless there you go boo wireless there you go boo got Cricket actually yeah actually I already Cricket actually yeah actually I already know the as question but I won't say it know the as question but I won't say it know the as question but I won't say it but it's real obviously yeah come from but it's real obviously yeah come from but it's real obviously yeah come from nowhere and take over the whole deal nowhere and take over the whole deal nowhere and take over the whole deal based on marketing and based on marketing and based on marketing and C yeah a lot of people talk about C yeah a lot of people talk about C yeah a lot of people talk about technology is better oh well I guess technology is better oh well I guess technology is better oh well I guess that didn't matter well just look at that didn't matter well just look at that didn't matter well just look at market caps right now so just look at market caps right now so just look at market caps right now so just look at market caps and this is what I talk to market caps and this is what I talk to market caps and this is what I talk to people when I'm helping them in their people when I'm helping them in their people when I'm helping them in their lne business and lne business and lne business and Vineyards and stuff like that I go it's Vineyards and stuff like that I go it's Vineyards and stuff like that I go it's not enough to make best wine it's not not enough to make best wine it's not not enough to make best wine it's not enough to make a great bottle of wine enough to make a great bottle of wine enough to make a great bottle of wine that's not enough that's not enough that's not enough anymore you're invisible you've got to anymore you're invisible you've got to anymore you're invisible you've got to do more you have to tell a story you got do more you have to tell a story you got do more you have to tell a story you got to tell a story just got to tell a story to tell a story just got to tell a story to tell a story just got to tell a story narrative narrative it is just do do a narrative narrative it is just do do a narrative narrative it is just do do a lot of people make great wife you can't lot of people make great wife you can't lot of people make great wife you can't build it na CL anymore you've got to build it na CL anymore you've got to build it na CL anymore you've got to tell that story jum be marketing tell that story jum be marketing tell that story jum be marketing marketing marketing narrative narrative marketing marketing narrative narrative marketing marketing narrative narrative narrative y yeah true that narrative y yeah true that narrative y yeah true that hey it's good to see you guys in real hey it's good to see you guys in real hey it's good to see you guys in real life real life like life real life like life real life like it you your fancy watches you got the it you your fancy watches you got the it you your fancy watches you got the Ultras I know and by the way the orange Ultras I know and by the way the orange Ultras I know and by the way the orange looks really good on you I just want to looks really good on you I just want to looks really good on you I just want to tell you that so good on me for some

tell you that so good on me for some tell you that so good on me for some reason look I went Rog oh yeah look at reason look I went Rog oh yeah look at reason look I went Rog oh yeah look at that is that like that is that like that is that like a Samsung S yeah looks good oh it looks a Samsung S yeah looks good oh it looks a Samsung S yeah looks good oh it looks pretty cool pretty yeah what do you have pretty cool pretty yeah what do you have pretty cool pretty yeah what do you have there David I have a mechanical watch there David I have a mechanical watch there David I have a mechanical watch real watch oh so when comes she'll still real watch oh so when comes she'll still real watch oh so when comes she'll still be good to go yeah yeah yes pretty smart be good to go yeah yeah yes pretty smart be good to go yeah yeah yes pretty smart yeah big big 30 hour res serve three day yeah big big 30 hour res serve three day yeah big big 30 hour res serve three day 4 day I forget 4 day I forget 4 day I forget yes yeah yes yeah yes yeah Rox yes we should we should call it we Rox yes we should we should call it we Rox yes we should we should call it we should call it before this audience that should call it before this audience that should call it before this audience that is here in front of us God thank you is here in front of us God thank you is here in front of us God thank you thank you all of you for hanging out thank you all of you for hanging out thank you all of you for hanging out here in real life yes um you've made it here in real life yes um you've made it here in real life yes um you've made it to very special end of another iot to very special end of another iot to very special end of another iot coffee talk because we are in person all coffee talk because we are in person all coffee talk because we are in person all four of us here look at this look at four of us here look at this look at four of us here look at this look at this at this and um you know remember do this at this and um you know remember do this at this and um you know remember do not make financial decisions based on not make financial decisions based on not make financial decisions based on any information that we provide number any information that we provide number any information that we provide number two if you do make financial decisions two if you do make financial decisions two if you do make financial decisions and you strike it rich please do not and you strike it rich please do not and you strike it rich please do not forget about elevator kids.org forget about elevator kids.org forget about elevator kids.org everything we make goes there so just everything we make goes there so just everything we make goes there so just make sure you do that and uh listen if make sure you do that and uh listen if make sure you do that and uh listen if you want to have a no holds uh we don't you want to have a no holds uh we don't you want to have a no holds uh we don't hold anything back here uh we continue hold anything back here uh we continue hold anything back here uh we continue with this brand type of show and uh we with this brand type of show and uh we with this brand type of show and uh we thank you for being here week after week thank you for being here week after week thank you for being here week after week and uh yeah like us share us tell your and uh yeah like us share us tell your and uh yeah like us share us tell your friends and the people that you don't

friends and the people that you don't friends and the people that you don't like about iot puppy talk we'll see you like about iot puppy talk we'll see you like about iot puppy talk we'll see you next week virtually or live peace out next week virtually or live peace out next week virtually or live peace out peace out bring the Bel yeah peace out bring the Bel yeah peace out bring the Bel yeah [Music]